Blue Chip Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Blue Chip Partners’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,531	Closed	-$105K	–	170
2022 Q2	$105K	Buy	+2,531	New	+$109K	0.01%	158
2020 Q1	–	Sell	-116,749	Closed	-$5.19M	–	163
2019 Q4	$5.19M	Buy	116,749 +13,841	+13%	+$586K	0.99%	34
2019 Q3	$4.14M	Buy	102,908 +2,218	+2%	+$91.6K	0.88%	35
2019 Q2	$4.28M	Buy	100,690 +5,079	+5%	+$214K	0.96%	34
2019 Q1	$4.06M	Buy	95,611 +6,172	+7%	+$254K	0.96%	34
2018 Q4	$3.41M	Buy	+89,439	New	+$3.46M	0.86%	35

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Blue Chip Partners's VWO Position: Q3 2022 in Review

Blue Chip Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 2,531 shares — an estimated $105K sold.

Blue Chip Partners first reported a position in VWO in Q4 2018 and held it in 6 quarters. The position peaked at $5.19M in Q4 2019. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Blue Chip Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Blue Chip Partners sold 2,531 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $105K.
Blue Chip Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 6 quarters.
Blue Chip Partners's Vanguard FTSE Emerging Markets ETF position peaked at $5.19M in Q4 2019.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Blue Chip Partners's 13F filing for Q3 2022, filed 27 Oct 2022.